LEADERSHIP AND STAFF RETREATS

Nonprofit retreats that reconnect your team to what matters.

Carefully curated half-day and full-day gatherings that build trust, sharpen vision, and turn your nonprofit’s mission and values into shared action for your board, leadership team, and staff.

What you can expectChoose your retreatsteps to successRetreats In ActionLearn More

What you can expect:

A retreat collaboratively designed around your nonprofit’s needs.

Each of our retreats are designed for your leadership and staff to connect, share ideas, surface concerns, and leave with something tangible they built together. Everyone who attends can expect to show up to something that genuinely reflects your nonprofit’s context, not a generic workshop. These are interactive, participatory experiences with everyone returning reenergized to support your mission and strengthen your nonprofit.

‍Who's Involved:

Choose your group: your leadership team, board, staff, or everyone!

Retreat Format:

A half-day or full-day, in-person gathering.

Collaboratively Designed:

Built together with your key stakeholders.

Content Possibilities:

Relationship-building, creating together, practicing EQ skills and more.

Choose your retreat:

Find the right format for your moment.

FOR YOUR BOARD

Board of Directors Retreat:

  • Build trust and a shared sense of purpose
  • Improve board engagement and participation
  • Align on board and member roles and responsibilities
  • Deliverables can include:
    • Refreshed vision, mission, purpose statements
    • Mission-related community asset map
    • Reimagined board structure and processes
    • Board roles map
FOR YOUR LEADERS

Leadership Team Retreat:

  • Build trust in an authentic and empathetic space
  • Foster team connection and cohesion
  • Imagine the future of your organization together
  • Practice emotional intelligence leadership skills
  • Deliverables can include:
    • Organizational values
    • Values-based change management plan
    • High level organizational analysis of strengths and risks
    • Leadership strengths and values map
    • Shared EQ practices
    • Leadership commitments
FOR YOUR TEAM

Full Staff Retreat:

  • Create space for connection and understanding across teams
  • Leverage the wisdom and ideas your staff already hold
  • Build individual connection to your shared values
  • Align on organizational expectations and culture
  • Practice emotional intelligence skills together
  • Deliverables can include:
    • Values definitions & behaviors
    • Team strengths map(s)
    • Shared EQ practices

The steps to retreat success:

From first conversation to lasting impact.

STEP 1:

Discovery Call

We start with a conversation to identify goals and begin our partnership.

STEP 2:

Design Collaboratively

We work with key people to design a meaningful experience.

STEP 3:

Retreat

We facilitate an engaging, interactive experience that builds connections.

STEP 4:

Follow Up and Follow-Through

We synthesize the day into concrete deliverables and next steps, with an option to continue the partnership through implementation.

Step-Up Retreats In Action:

Real retreats. Real results.

The Setup:

Step Up's Angela Jenkins, CDP, CDE, Director of DEI Strategy & Implementation, recently guided the Rooted (link) team through a strategic workshop to define their core values. Rooted began the retreat with a broad list of 15 candidate values; looking to condensed that to a few core values.

See the process >
The Process:

For mission-driven organizations, narrowing down foundational beliefs is often a challenging process — there's rarely a shortage of things people care about. Through facilitated dialogue, reflection exercises, and Angela's strategic guidance, the team worked through the process of identifying what was truly non-negotiable — and what could be expressed through the pillars they chose.

See the RESULTS >
The Results:

By the end of the session, they had successfully condensed their list into a concise framework of 3–4 core pillars. More importantly, the team had shared ownership of those values — because they'd built them together.

See the OUTCOME >
The Outcome:

Rooted's finalized values now serve as the operational and cultural foundation for the entire organization — guiding decision-making, shaping behaviors, and helping attract mission-aligned staff.

START YOUR JOURNEY >

Ready to Get Started?

Let's collaboratively design something meaningful for your nonprofit.

Whether you're in a season of change, growth, or reconnection, we're here to help you make the most of your time together.

Schedule a Discovery Call
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